Pidilite sees stable FY27 demand but flags rising input costs, West Asia supply risk
The maker of Fevicol and Dr Fixit expects steady domestic demand in FY27, supported by government policy and infrastructure spending. Management cautioned on higher crude-linked VAM input costs and potential supply chain disruptions tied to the West Asia conflict.
Pidilite, maker of Fevicol and Dr Fixit, expects stable domestic demand in FY27 backed by government policy and infrastructure investment, but flags rising input costs (crude-linked VAM) and supply chain disruptions from West Asia conflict.
Why this matters
Pidilite balances a stable domestic demand outlook against margin pressure from crude-linked VAM costs and geopolitical supply risk, a key watchpoint for its adhesives and construction chemicals portfolio.
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